Congress Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
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|
2025
Q1 | $505K | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $634K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $545K | Buy |
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|
2023
Q2 | $468K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $348K | Sell |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $693K | Buy |
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